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Del Val Investment Group
Free Tool

How strong is your multifamily deal workflow?

The Multifamily Deal Workflow Scorecard is a free diagnostic for active multifamily operators. It scores seven parts of the process — from deal intake and document organization through underwriting, follow-up, and pipeline visibility — then identifies the weakest areas and recommends a practical next step. It evaluates workflow maturity, not the financial quality of a property or investment.

Takes about five to seven minutes. Seven questions, a few details, instant result.

Score your workflow

Rate each area from 1 (ad hoc) to 5 (standardized and measurable). Every option has the same meaning across questions.

Question 1 of 7 How do new deals enter your process, and how are sources tracked?

Consider how a new OM or off-market lead gets logged, who logs it, and whether you can see where deals come from.

Question 2 of 7 How are deal documents collected, named, and organized?

Consider T-12s, rent rolls, OMs, and diligence files — can anyone on the team find the current version quickly?

Question 3 of 7 How consistent is underwriting from deal to deal?

Consider whether every deal runs through the same model and required inputs, or whether each analysis is a fresh build.

Question 4 of 7 How thoroughly are market, scenario, and sensitivity questions answered?

Consider whether downside cases and sensitivity ranges are run the same way on every deal, or only when time allows.

Question 5 of 7 How are risks and advance/pass decisions documented?

Consider whether you could explain, three months later, why a deal was advanced or passed — and who decided.

Question 6 of 7 How reliable are follow-ups and handoffs between people?

Consider broker follow-ups, lender requests, and internal handoffs — do they happen on time with a clear owner?

Question 7 of 7 How visible is the pipeline, and does every deal have a next action?

Consider whether the whole team can see every live deal, its stage, its next action, and who owns it — in one place.

About you

Frequently asked questions

What does the scorecard measure?
It measures the maturity of seven parts of a multifamily deal workflow: intake and source tracking, document organization, underwriting consistency, scenario and sensitivity analysis, risk and decision documentation, follow-up and handoffs, and pipeline visibility. The tier describes workflow maturity based on your answers — not investment ability, company value, or expected financial performance.
Is the scorecard free?
Yes. The scorecard is free, and your result appears on this page immediately after you submit. You also receive a copy by email.
Does it evaluate a property or investment?
No. It never evaluates deal quality, predicts investment performance, or recommends an investment. It looks only at how your process works.
Who should complete it?
Active multifamily owners, GPs, sponsors, principals, and acquisitions teams get the most out of it. Brokers, lenders, advisors, and passive or aspiring investors are welcome too — the recommended next step adapts to who you are.
How is the score calculated?
Each of the seven areas is scored 1–5, for a raw score of 7–35 that is also shown as a 0–100 normalized score. The scoring is fixed and deterministic — the same answers always produce the same result — and it is not generated by AI.
What happens after completion?
Your result appears on this page: your score, maturity tier, a seven-area breakdown, your two weakest areas with practical actions, and one recommended next step. A copy is emailed to you, and we may follow up based on your consent.
When should I consider MFDA Pro?
If your weakest areas are the analysis itself — underwriting consistency, scenarios and sensitivity, or decision documentation — KeptDo's MFDA Pro addresses that work directly.
When should I consider the workflow assessment?
If your weakest areas are around the deals — intake, documents, follow-up, handoffs, or pipeline visibility — the Multifamily Deal Flow and Operations Assessment maps that workflow and gives you a prioritized plan.
What information should I avoid submitting?
Do not include passwords, credentials, personal information, confidential deal documents, or sensitive financial records. The scorecard needs business context only.
Is this financial, legal, tax, lending, or investment advice?
No. The scorecard is an operational diagnostic only. It does not provide financial, legal, tax, accounting, lending, securities, or investment advice.